Create Analytics dashboards
Learn how to create Analytics dashboards via the web app.
We currently have a legacy and a new experience with the Analytics feature.
This article covers the new Analytics experience. Please ensure you're in the new experience by using the toggle on the upper-left of the Analytics page.
What are Analytics dashboards?
The Analytics feature empowers you to see all your data in one place, although this can sometimes be overwhelming for groups or users who don't require full visibility. By creating individual Analytics dashboards, you can manage the data flow across your organization so that stakeholders only see the information most relevant to them.
Analytics dashboard types
Custom dashboards are static, meaning the data is of the entire organization, and what each user sees at the dashboard level is the same. However, if a user wants to drill down into specific data, what they can see is based on their access.
For example, if John creates a custom dashboard, the data he sees as he adds charts and applies filters are of the entire organization. When he shares the dashboard with Jane, Jane will see the same set of data. However, if John or Jane drills down into specific data, they'll only be able to see the details of what they can access.
For example, if John creates a site-based dashboard, the "Site membership" filter will be turned on, and he'll only see inspections, actions, etc., associated with the sites he's a member of. When he shares the dashboard with Jane, Jane may see a different set of data based on the inspections, actions, etc., associated with the sites that she's a member of.
Individual-based dashboards are dynamic, meaning the data each user sees is different, as it's based on what each user has created.
For example, if John creates an individual-based dashboard, he'll only see inspections, actions, etc., that he has created. When he shares the dashboard with Jane, Jane will see a different set of data based on the inspections, actions, etc., that she has created.
Depending on the type of dashboard you want to create, you'll need the corresponding permission:
Custom dashboard: "Analytics: Manage" permission
Site-based dashboard: "Analytics: Create dashboard (site-based)" permission
Individual-based dashboard: "Analytics: Create dashboard (individual-based)" permission
Create an Analytics dashboard
Select Analytics from the menu on the left-hand side.
Click Create dashboard on the upper-right of the page. Depending on your permission, select the type of dashboard you want to create in the pop-up window.
Click on the upper-left of the page to name your report.
Click Save on the upper-right of the page.
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